Dubsado Client Proposal
Busy B Social
social media manager
Bee of Busy B Social was already using Dubsado but felt like her system was working against her. Invoices were being triggered way too early -- sometimes just from an inquiry -- and her workflows required too many manual steps. With multiple service types to manage and a growing client list, she needed things to run smoother and faster.
Bee’s backend systems are now as polished and strategic as her client content. With fewer admin tasks and more automation, she has more time to focus on what she does best - serving her clients and growing her business.
What we accomplished in Dubsado:
- Rebuilt all Dubsado workflows to eliminate unnecessary steps and cut back manual tasks
- Ensured invoices are only created at the right time in her process
- Designed a code-free proposal that’s on-brand, vibrant, and easy to update
- Streamlined each service type so she can confidently onboard clients without reworking the process each time
- Built in upsell opportunities to encourage ongoing client work and retainer renewals
Feeling inspired by the results in these case studies? Good, because these outcomes aren’t just possibilities, this can be the story for your business, too!
When we team up on a Dubsado setup, you get to skip all of the trial and error and jump straight into a system that’s perfectly tailored to you.
With proven workflows, tested email templates, and custom frameworks that actually make sense for every single step of your client experience, we’re not just clicking buttons and setting up automations. We’re setting you up to confidently take on bigger projects, deliver the kind of premium experience that gets people talking, and grow in the ways that matter most to you.
As a Certified Dubsado Specialist, I’ll guide you through with clear expertise and intentional strategy from someone who's seen inside successful businesses like yours and knows how to make them run even better.
